AI-Smarter Business. Stronger Results: Using AI to Boost Marketing, Operations & Profitability

Description

AI is no longer “the future” — it’s a right-now advantage. For small business owners, it’s quickly becoming the most practical tool for reducing costs, saving time, strengthening marketing, and scaling without adding headcount.

This engaging, high-impact session strips away the hype and delivers the real playbook: what AI can actually do today, where it creates immediate ROI, and how to start using it immediately with simple, repeatable steps. Expect clear examples, practical use cases, and a roadmap you can take back to your business the next day. 

Tony Lam is a distinguished entrepreneur, strategic business leader, and growth innovator with more than two decades of success across multiple industries. He currently serves as Chief Marketing Officer at Enterprise Purchasing Group, operates multiple Wingstop franchise locations, and has helped secure nationally recognized brand partnerships. Tony also gained national visibility through “Shark Tank”, and is a graduate of Harvard Business School’s Young American Leadership Program.
His edge: a rare blend of operational discipline, strategic marketing intelligence, and forward-thinking innovation — making him the ideal guide for navigating today’s AI-powered business landscape. 🧠📈

Chad Maze is a dynamic banking executive who joined Meriwest Credit Union as Chief Operating Officer in December 2023. With more than 30 years of leadership experience across retail banking, wealth management, mortgage, and lending, Chad is known for building cohesive, member-first experiences that drive trust, growth, and long-term value.

As COO, he oversees Meriwest’s member-centric business lines including branch banking, contact center, marketing, business development, wealth management, consumer lending, and business services. He also serves as Chair of the Meriwest Mortgage Company (CUSO), Meriwest Holdings (CUSO), and the Meriwest Community Foundation.
Prior to Meriwest, Chad served as COO at a large Midwest credit union and held leadership roles at state, regional, and national banks. He holds an MBA and a B.S. in Business Administration from Arizona State University, along with certifications from multiple executive banking programs. 🏦🤝

Jim Harvey Sy is the Director for Nasdaq’s Corporate Advisor Services within its Capital Access Platform division, leading a global team of analysts focused on the Basic Materials sector. With more than 20 years of experience in stock surveillance and capital markets consulting, Jim advises leadership teams and investor relations programs with strategic recommendations tied to shareholder base dynamics and market positioning.

Beyond public markets, Jim is also an angel investor and an active participant in the venture capital and hospitality space. He recently earned a Certification of Achievement from Stanford in AI-Driven Leadership, adding modern AI strategy to his capital markets expertise. 📊💡

What attendees will gain: 

• A clear understanding of AI in simple, business-friendly terms 
• Practical ways AI can assist marketing, operations, and growth 
• Real-world strategies small businesses can implement immediately 
• Inspiration, clarity, and confidence in leveraging AI effectively
• AI Implementation (Framing, Structuring, Evaluation)
• The importance of prioritizing Data Culture
• Workflow Evolution